Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.3B
AUM Growth
-$879M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,555
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$205M
3
+$149M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1
+$37.7M
2
+$36.5M
3
+$30.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$29.9M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$29.3M

Sector Composition

1 Technology 2.65%
2 Healthcare 1.37%
3 Financials 1.36%
4 Consumer Discretionary 1.24%
5 Industrials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$50K ﹤0.01%
+1,094
1902
$50K ﹤0.01%
1,446
-631
1903
$50K ﹤0.01%
6,178
-5,345
1904
$49K ﹤0.01%
117
-24
1905
$49K ﹤0.01%
+3,411
1906
$49K ﹤0.01%
4,985
1907
$49K ﹤0.01%
988
1908
$49K ﹤0.01%
608
-2,568
1909
$49K ﹤0.01%
3,536
-1,894
1910
$49K ﹤0.01%
+2,809
1911
$49K ﹤0.01%
2,000
1912
$49K ﹤0.01%
1,920
1913
$48K ﹤0.01%
434
-8
1914
$48K ﹤0.01%
2,405
+4
1915
$48K ﹤0.01%
1,508
-16,718
1916
$48K ﹤0.01%
2,356
-1,161
1917
$48K ﹤0.01%
1,628
+396
1918
$48K ﹤0.01%
+2,233
1919
$48K ﹤0.01%
40
-84
1920
$47K ﹤0.01%
234
-166
1921
$47K ﹤0.01%
3,369
-1,925
1922
$47K ﹤0.01%
1,923
1923
$47K ﹤0.01%
1,180
+36
1924
$47K ﹤0.01%
957
1925
$47K ﹤0.01%
5,500
75 76
77
78 79